Elevate Productivity with Skynova Receipt Template for Teams

Skynova receipt template for teams

welcome to INEX today I'll show you how to record a payment on an invoice and then send a payment receipt to your customer start by clicking the invoices icon now click the down arrow next to the invoice you'd like to mark as paid then select record payment top in the payment details section we can select payment date we'll just use today's date we can set the amount but we'll record the entire invoice as paid so we don't need to change the amount then choose the receiving account for our purposes we'll just use cash and you can also add an optional note when you're done click Save and below you can see a list of the invoices payment history plus a stamp at the top of the invoice preview showing that it's paid from the invoices menu click list of invoices and we can see that the invoice status now reads paid from the same invoices menu we can also select list of payments to show our newly recorded payment lastly you might consider sending your customer a payment receipt letting them know that you've registered their payment this procedure is identical to the one described in our introductory video about creating a new invoice from our list of payments view simply click the invoice link now click the send button email you subject just don't edit the actual link to your invoice when you're done click send you